Our
Leadership

In the 20 years that I spent at Wells Fargo, we transitioned over 4,500 advisors. I know exactly what it takes to ensure a successful conversion. I have a well-defined process and the experience required to manage the transition of highly complex practices. When advisors join us at &Partners, our team will be with them every step of the way, taking personal accountability for a successful transition every time. In my prior work at Wells Fargo Advisors, I led financial advisor recruiting and developed the company’s national processes and procedures for advisor transitions. Like many at &Partners, my career started as a financial advisor, so I understand the importance of helping clients plan wisely and invest with confidence. We understand the importance of a successful transition and that’s why I’m excited to be part of the team and to support advisors as they transition to our platform.